Tech Stocks

July 02, 2024
Cheap labour versus robots – which way will companies go?
The Squeeze: Apple wants to automate 50 per cent of its assembly line and reduce reliance on Chinese labour, but it comes with a cost
July 01, 2024
The hidden problems behind Big Tech's big splurge
Huge AI spending means the stocks are no longer capital light, which will eventually impact what made them successful
June 12, 2024
Apple shares surge on AI 'super cycle' hopes
The iPhone maker will only offer AI services on the newest iPhones and Macs, meaning some 90 per cent of users will need an upgrade
June 11, 2024
The software stocks under threat from AI
Some of the largest US software companies look overvalued given their slowing growth and increased threat from AI
June 11, 2024
How tech firms are monetising our nostalgia
Spotify has increased prices again, and they have risen much faster than inflation in the past year
May 23, 2024
Nvidia revenues surge – and there could be more to come
The AI computing company is bundling all its hardware products together when it sells its newest product Blackwell
May 21, 2024
The lesser-known stocks competing with Nvidia
Rival businesses are claiming their hardware outperforms Nvidia's on AI tasks
May 10, 2024
Space offers a new frontier for Filtronic
A deal with Elon Musk's SpaceX could reignite the company's fortunes, Michael Fahy reports
May 09, 2024
Why AMD and Intel are struggling as Nvidia soars
ChatGPT-fueled hype is giving way to more informed decision making
May 03, 2024
What the latest 'Big Tech' results reveal about AI
The industry giants are starting to generate revenue – but there's a long way to go before they realise their ambitions

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